Garden State Investment Advisory Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,683
| Closed | -$270K | – | 291 |
|
|
2025
Q1 | $270K | Hold |
10,683
| – | – | 0.09% | 197 |
|
|
2024
Q4 | $269K | Sell |
10,683
-8,744
| -45% | -$220K | 0.08% | 197 |
|
|
2024
Q3 | $498K | Hold |
19,427
| – | – | 0.16% | 116 |
|
|
2024
Q2 | $486K | Sell |
19,427
-15,567
| -44% | -$389K | 0.17% | 116 |
|
|
2024
Q1 | $884K | Sell |
34,994
-1
| -0% | -$25 | 0.32% | 65 |
|
|
2023
Q4 | $896K | Sell |
34,995
-3,529
| -9% | -$90.3K | 0.36% | 58 |
|
|
2023
Q3 | $940K | Buy |
38,524
+4,693
| +14% | +$115K | 0.43% | 51 |
|
|
2023
Q2 | $851K | Buy |
33,831
+14,698
| +77% | +$370K | 0.33% | 59 |
|
|
2023
Q1 | $490K | Buy |
19,133
+61
| +0.3% | +$1.56K | 0.21% | 90 |
|
|
2022
Q4 | $479K | Buy |
+19,072
| New | +$479K | 0.28% | 80 |
|